Customisation

Every business is different. Custom fields let you track the information that matters to you.

What You Can Customise

Add custom fields to:

• Customers — Industry, referral source, account manager
• Jobs — Site access code, permit number, specific requirements
• Quotes — Lead source, urgency level
• Products — Supplier, lead time, custom specs

In This Section

• Custom Fields — Creating and managing custom fields
• Field Types — Available field types and when to use them